Adding a new Client - manually

Use this process to manually add a new Client Entity to Nimbus.

Whenever a new client is created, Client folders for upload and download are automatically created and linked to the Client in the Client Grid. The default names for these two folders are:

From Client
To Client
Note that if you subscribe to CDM, there will also be a Current folder

Step-by-step guide

From the Client Grid, perform the following:

Click the New Client icon on the Toolbar
Add the details for the new Client, ensuring you add a Client Code and a Name (this is the Entity Name)
Add any Custom Fields as required
Click the Update button to save your changes

Field	Description
Client Code	Must be unique - these identify the Client entity
Name	Enter the Clients Name
Entity Type	This field will store and remember previously entered text. For example, if you enter Company, Nimbus will remember this as a key word and will prompt the word the next time you type anything that starts with “C”. This allows you to build key words for your Entity Types.
Responsibility	Again this field will remember previously entered text. Enter the staff member responsible for this client.
Group Name	This field is used if you require your Clients to view other Client Folders via the Client Portal, which belong to the same group. The Group code must be added to all members of the Group. Grouping is covered in detail in the Nimbus Secure Client Portal Administration course.
Phone	Enter the main contact phone number.
Fax	Enter the fax number.
ABN/ACN	ABN or CAN numbers are entered here.
Postal	Enter the postal address.
Notifications	Select the staff member who will receive email notifications from this Client. Leave as the Default Employee if you wish for the system administrator to receive these emails. Email notifications are sent to this employee when this client uploads files through the Client Portal, or starts a conversation about a file.
Active	Is this an Active Client?

The next step in the process is to create a relationship to a Contact.

If you would like to read about the process as a whole, download the document below.